Overview
This article outlines the process for setting up email templates used to send generated documents with data populated from Salesforce.
Email templates enable the inclusion of multiple documents as attachments and allow the email content to contain field tagger values. These field tagger values act as placeholders for Salesforce data. When an email is generated and sent, the system automatically replaces each field tagger value with the corresponding data from Salesforce.
Steps to Setup and Email Template
Open the docuWeaver application and log in.
Navigate to the Email Template section.
Click New Email Template.
Select the appropriate Data Set from which Salesforce data will be fetched for use in the email template.
Provide a unique Name and Label for the email template.
Enter the Subject for the email.
Enter the Email Body. HTML code can be used if required. To display Salesforce record details dynamically, paste the copied field tagger into the email body. To copy the field tagger, refer to the provided link.
Setup Email Template
Specify recipients by providing static email addresses or dynamic email addresses from records.
Setup Email Template
Setup Email Template
Upload multiple Static Documents (such as brochures or case studies) to be attached to the email.
Upload multiple Generated Document Templates that will be generated and attached to the email.
Save the email template.